Empower Your Field Sales Teams
Everything your on-field executives need to succeed, all in one powerful mobile platform.
Real-Time Sales Visibility
Track leads, visits, and performance metrics instantly
Lead & Order Management
Organize and prioritize opportunities on the go
Route Optimization
Smart route planning to maximize daily coverage
Customer Engagement
Build stronger relationships with personalized tools
Increased Sales Productivity
Close more deals with data-driven insights.
Streamlined Operations
Unified platform for all field sales activities
Challenges We Solve
Field Sales Edge addresses the critical obstacles that prevent sales teams from reaching their full potential.
Lack of Up-to-Date Data
No real-time access to customer and sales information when it matters most
Offline Data Unavailability
Lost productivity in low-connectivity areas without offline access
Inefficient Travel Routes
Wasted time and resources on poor scheduling and route planning
Disconnected Tools
Fragmented systems for communication, catalogs, and task management
Lead Management Difficulties
Hard to track visits, manage leads, and handle follow-ups on the move
Everything You Need In One Platform
Comprehensive tools designed specifically for insurance field sales teams to maximize productivity and close more deals.
CRM Integration
Seamless sync with your existing customer management systems
Real-Time Sales Data
Live performance metrics and analytics at your fingertips
Inventory Management
Track stock levels and process orders on the go
Digital Product Catalog
Interactive product showcase with rich media and pricing
Appointment Scheduling
Smart calendar management for visits and follow-ups
Route Optimization
AI-powered route planning for maximum efficiency
Offline Functionality
Full access to data and features without internet connection
Communication Tools
Integrated messaging, calls, and engagement tracking
Bank-Grade Security & Compliance
Trust is our foundation. Your data is protected by military-grade security and industry-leading compliance standards
IRDAI-Compliant Workflows
Comprehensive reporting and data visualization tools to track performance, identify trends, and make data-driven decisions for your dealership.
TrustMe AI Monitoring
Complete customer lifecycle management with lead tracking, communication history, and automated follow-up workflows.
VAPT Certified
Regular vulnerability assessments and penetration testing for enterprise-grade robustness.
Secured Cloud Deployments
End-to-end encryption, multi-factor authentication, and granular role-based access controls.
256-bit
Encryption
99.99%
Uptime SLA
100%
Offline Access
<1s
Sync Speed
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Ready to Empower Your Sales Teams?
Join insurance leaders who are already using Field Sales Edge to boost productivity, close more deals, and build stronger customer relationships.